# Form Defaults custom theme not recognized on sales invoices when copying

**URL:** <https://forum.manager.io/t/form-defaults-custom-theme-not-recognized-on-sales-invoices-when-copying/34830>\
**Category:** Uncategorized\
**Created:** [May 8, 2021, 9:10am UTC](https://forum.manager.io/t/form-defaults-custom-theme-not-recognized-on-sales-invoices-when-copying/34830 "2021-05-08T09:10:04Z")\
**Posts on this page:** 20\
**Page:** 1

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**Author:** ![Frankie](https://avatars.discourse-cdn.com/v4/letter/f/258eb7/32.png) [@Frankie](https://forum.manager.io/u/Frankie)\
**Post date:** [May 8, 2021, 9:10am UTC](https://forum.manager.io/t/form-defaults-custom-theme-not-recognized-on-sales-invoices-when-copying/34830/1 "2021-05-08T09:10:04Z")

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Hi @lubos, when i use copy to sales invoice from a sales order the custom theme is not checked.

21.4.87 - W10 - desktop

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**Author:** ![eko](https://avatars.discourse-cdn.com/v4/letter/e/a8b319/32.png) [@eko](https://forum.manager.io/u/eko)\
**Post date:** [May 8, 2021, 9:36am UTC](https://forum.manager.io/t/form-defaults-custom-theme-not-recognized-on-sales-invoices-when-copying/34830/2 "2021-05-08T09:36:24Z")

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Try to change Settings → Form defaults → Purchase invoice → Custom theme

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**Author:** ![Frankie](https://avatars.discourse-cdn.com/v4/letter/f/258eb7/32.png) [@Frankie](https://forum.manager.io/u/Frankie)\
**Post date:** [May 8, 2021, 10:09am UTC](https://forum.manager.io/t/form-defaults-custom-theme-not-recognized-on-sales-invoices-when-copying/34830/3 "2021-05-08T10:09:36Z")

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That’s the problem. It is checked in my form defaults.

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**Author:** ![eko](https://avatars.discourse-cdn.com/v4/letter/e/a8b319/32.png) [@eko](https://forum.manager.io/u/eko)\
**Post date:** [May 8, 2021, 10:38am UTC](https://forum.manager.io/t/form-defaults-custom-theme-not-recognized-on-sales-invoices-when-copying/34830/4 "2021-05-08T10:38:55Z")

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In Manager 21.4.87 macOS Desktop I can not replicate the problem,Please confirm if checked in both, ie form defaults for Sales Order and for Saies Invoice. Screenshots help. Please also try with a new entry thus new Sales Order where custom theme should be automaticaly assigned based on the form default settings and then in view copy to Sales Invoice and see if customs theme as selected in form default appears.

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**Author:** ![Frankie](https://avatars.discourse-cdn.com/v4/letter/f/258eb7/32.png) [@Frankie](https://forum.manager.io/u/Frankie)\
**Post date:** [May 8, 2021, 11:33am UTC](https://forum.manager.io/t/form-defaults-custom-theme-not-recognized-on-sales-invoices-when-copying/34830/5 "2021-05-08T11:33:31Z")

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In my form defaults i have a custom theme set for my sales invoices and i do not have a custom theme for my sales orders. If i check the box for a custom theme for a sales order in form defaults everything works Ok even when i select no custom theme.

 ![Screenshot](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/3X/9/7/973710546136d4b2d7503488aa12380e4372c1f5.png)

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**Author:** ![eko](https://avatars.discourse-cdn.com/v4/letter/e/a8b319/32.png) [@eko](https://forum.manager.io/u/eko)\
**Post date:** [May 8, 2021, 11:47am UTC](https://forum.manager.io/t/form-defaults-custom-theme-not-recognized-on-sales-invoices-when-copying/34830/6 "2021-05-08T11:47:20Z")

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You did not select the theme. You only checked the box, but you have to select the theme under it. Click on “plain” and then you will see your theme selection options.

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**Author:** ![Frankie](https://avatars.discourse-cdn.com/v4/letter/f/258eb7/32.png) [@Frankie](https://forum.manager.io/u/Frankie)\
**Post date:** [May 8, 2021, 11:52am UTC](https://forum.manager.io/t/form-defaults-custom-theme-not-recognized-on-sales-invoices-when-copying/34830/7 "2021-05-08T11:52:44Z")

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I know,

> [@Frankie](#):
>
> even when i select no custom theme.

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<div class="post-metadata">

**Author:** ![eko](https://avatars.discourse-cdn.com/v4/letter/e/a8b319/32.png) [@eko](https://forum.manager.io/u/eko)\
**Post date:** [May 8, 2021, 12:06pm UTC](https://forum.manager.io/t/form-defaults-custom-theme-not-recognized-on-sales-invoices-when-copying/34830/8 "2021-05-08T12:06:31Z")

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You did not show a screenshot of the selection, can you please take a screenshot and show the options you can select from for each form default, i.e. Purchase Order and Purchase invoice… The screenshot you showed did not show the dropdown list of possible themes you can select from. Also show a screenshot of your themes in setting to see which custom themes you created and thus should show in the dropdown list in both the Purchase Order and Purchase Invoice default form settings.

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**Author:** ![Tut](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/tut/32/3286_2.png) [@Tut](https://forum.manager.io/u/Tut)\
**Post date:** [May 8, 2021, 12:19pm UTC](https://forum.manager.io/t/form-defaults-custom-theme-not-recognized-on-sales-invoices-when-copying/34830/9 "2021-05-08T12:19:24Z")

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@eko, I do not know why you keep referring purchase orders and purchase invoices. The topic is about sales orders being copied to sales invoices.

> [@eko](#):
>
> You did not select the theme. You only checked the box, but you have to select the theme under it.

When no other custom theme is selected, _Plain_ is automatically selected. It is the default, and there is no need to select it. In fact, because it is the default, it does not even appear in the dropdown list for selection.

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<div class="post-metadata">

**Author:** ![eko](https://avatars.discourse-cdn.com/v4/letter/e/a8b319/32.png) [@eko](https://forum.manager.io/u/eko)\
**Post date:** [May 8, 2021, 12:21pm UTC](https://forum.manager.io/t/form-defaults-custom-theme-not-recognized-on-sales-invoices-when-copying/34830/10 "2021-05-08T12:21:59Z")

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Yes and the custom theme is not checked when he copies them which is the problem statement. So I asked him to check if he assigned the customs themes in the form defaults.

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**Author:** ![Tut](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/tut/32/3286_2.png) [@Tut](https://forum.manager.io/u/Tut)\
**Post date:** [May 8, 2021, 12:30pm UTC](https://forum.manager.io/t/form-defaults-custom-theme-not-recognized-on-sales-invoices-when-copying/34830/11 "2021-05-08T12:30:53Z")

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@Frankie, I can replicate this. It is a bug that was fixed last month for sales orders, purchase orders, and delivery notes, but apparently not for sales invoices. I am moving it to the bugs category and editing the subject.

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**Author:** ![Frankie](https://avatars.discourse-cdn.com/v4/letter/f/258eb7/32.png) [@Frankie](https://forum.manager.io/u/Frankie)\
**Post date:** [May 8, 2021, 12:57pm UTC](https://forum.manager.io/t/form-defaults-custom-theme-not-recognized-on-sales-invoices-when-copying/34830/12 "2021-05-08T12:57:14Z")

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Thanks

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<div class="post-metadata">

**Author:** ![Frankie](https://avatars.discourse-cdn.com/v4/letter/f/258eb7/32.png) [@Frankie](https://forum.manager.io/u/Frankie)\
**Post date:** [May 11, 2021, 8:44am UTC](https://forum.manager.io/t/form-defaults-custom-theme-not-recognized-on-sales-invoices-when-copying/34830/13 "2021-05-11T08:44:34Z")

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Hi @Tut, just updated to the latest version (21.4.95) and it also happens when copying a sales orders to a delivery note.

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**Author:** ![lubos](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/lubos/32/62798_2.png) [@lubos](https://forum.manager.io/u/lubos)\
**Post date:** [May 11, 2021, 10:27pm UTC](https://forum.manager.io/t/form-defaults-custom-theme-not-recognized-on-sales-invoices-when-copying/34830/14 "2021-05-11T22:27:25Z")

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Fixed in the latest version (21.5.3)

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<div class="post-metadata">

**Author:** ![Frankie](https://avatars.discourse-cdn.com/v4/letter/f/258eb7/32.png) [@Frankie](https://forum.manager.io/u/Frankie)\
**Post date:** [May 12, 2021, 9:23am UTC](https://forum.manager.io/t/form-defaults-custom-theme-not-recognized-on-sales-invoices-when-copying/34830/15 "2021-05-12T09:23:09Z")

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@lubos thanks.

I have some other small issues.

In my Form Defaults i have set Sales Order - Tax Code (BTW 21%) and i have set Sales Invoice - Account (verkopen)

 ![Screenshot 3](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/3X/6/1/61c363e4de41c6db044cba6220e6348be668c966.png)  
 ![Screenshot 4](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/3X/a/5/a57bab22c9941f2395432379871874db934d2289.png)

When i add a line in Sales Order the Tax Code is “empty” (no tax).

 ![Screenshot 1](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/3X/3/1/3176001c8717d7138dae94de9b4c9b9e8620b8bd.png)

When i copy a Sales Order to a Sales Invoice the Account is empty.

 ![Screenshot 2](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/3X/f/a/faf98e303f1a9a4d6b6b886927aa73c7e16f8e3f.png)

When add a line in Sales Invoice - Add Line the Account and Tax Code are empty.

W10 - 21.5.5 - desktop

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<div class="post-metadata">

**Author:** ![lubos](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/lubos/32/62798_2.png) [@lubos](https://forum.manager.io/u/lubos)\
**Post date:** [May 12, 2021, 9:39am UTC](https://forum.manager.io/t/form-defaults-custom-theme-not-recognized-on-sales-invoices-when-copying/34830/16 "2021-05-12T09:39:01Z")

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> [@Frankie](#):
>
> When i add a line in Sales Order the Tax Code is “empty” (no tax).

This is not a bug. Form default is basically “initial state” for new form. It’s not possible to set defaults for “add line”.

> [@Frankie](#):
>
> When i copy a Sales Order to a Sales Invoice the Account is empty.

This is because `Sales Order` doesn’t have `Account` column so there is nothing to copy.

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<div class="post-metadata">

**Author:** ![Frankie](https://avatars.discourse-cdn.com/v4/letter/f/258eb7/32.png) [@Frankie](https://forum.manager.io/u/Frankie)\
**Post date:** [May 12, 2021, 9:49am UTC](https://forum.manager.io/t/form-defaults-custom-theme-not-recognized-on-sales-invoices-when-copying/34830/17 "2021-05-12T09:49:24Z")

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> [@lubos](#):
>
> > [@Frankie](#):
> >
> > When i copy a Sales Order to a Sales Invoice the Account is empty.
> 
> This is because `Sales Order` doesn’t have `Account` column so there is nothing to copy.

I’m seeing this a bit different (only my opinion). You are copying the sales order information to the default sales invoice and there is the account set. As well as the tax code, if not set in the sales order it should use the default tax code of the sales invoice.

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<div class="post-metadata">

**Author:** ![lubos](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/lubos/32/62798_2.png) [@lubos](https://forum.manager.io/u/lubos)\
**Post date:** [May 12, 2021, 10:06am UTC](https://forum.manager.io/t/form-defaults-custom-theme-not-recognized-on-sales-invoices-when-copying/34830/18 "2021-05-12T10:06:24Z")

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If you want account to copy from sales order to sales invoice, use `Item` column which is on both documents.

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<div class="post-metadata">

**Author:** ![Frankie](https://avatars.discourse-cdn.com/v4/letter/f/258eb7/32.png) [@Frankie](https://forum.manager.io/u/Frankie)\
**Post date:** [May 12, 2021, 10:53am UTC](https://forum.manager.io/t/form-defaults-custom-theme-not-recognized-on-sales-invoices-when-copying/34830/19 "2021-05-12T10:53:45Z")

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Hi @lubos, thanks for the advice. I will try that.

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<div class="post-metadata">

**Author:** ![Tut](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/tut/32/3286_2.png) [@Tut](https://forum.manager.io/u/Tut)\
**Post date:** [May 13, 2021, 12:51pm UTC](https://forum.manager.io/t/form-defaults-custom-theme-not-recognized-on-sales-invoices-when-copying/34830/20 "2021-05-13T12:51:23Z")

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A post was split to a new topic: [Default inventory location not being fetched when copying delivery note](https://forum.manager.io/t/default-inventory-location-not-being-fetched-when-copying-delivery-note/34938)

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